|
Institutional
Holders
Total
Institutions:
|
80 14 |
|
Total
shares held :
|
3,784,237 |
|
% of shares
held :
|
24.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
Amount
of shares held :
|
479,612 |
|
% of shares
held change :
|
3.15% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ANDERSON HOAGLAND & CO |
35 |
- |
2024-03-31 |
171,261 |
$8,166,000 |
-33,013 |
|
CREATIVE PLANNING |
755 |
- |
2023-12-31 |
62,832 |
$2,888,000 |
-1,013 |
|
LPL FINANCIAL CORP |
2509 |
- |
2024-03-31 |
41,680 |
$1,975,000 |
-1,802 |
|
UMB BANK N A/MO |
296 |
- |
2024-03-31 |
27,618 |
$1,309,000 |
-4,636 |
|
Silicon Hills Wealth Management LLC |
33 |
- |
2023-06-30 |
24,339 |
$1,062,000 |
-618 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
215 |
- |
2023-12-31 |
22,556 |
$1,037,000 |
-491 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
85 |
- |
2023-12-31 |
18,816 |
$865,000 |
-908 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1924 |
- |
2024-03-31 |
15,786 |
$748,000 |
-38 |
|
Jackson Creek Investment Advisors LLC |
217 |
- |
2024-03-31 |
14,012 |
$664,000 |
-677 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1154 |
- |
2023-09-30 |
14,203 |
$617,000 |
-699 |
|
Versant Capital Management Inc |
68 |
- |
2024-03-31 |
12,031 |
$570,000 |
-123 |
|
WMS PARTNERS, LLC |
148 |
- |
2023-12-31 |
12,000 |
$552,000 |
-4,601 |
|
PrairieView Partners LLC |
76 |
- |
2024-03-31 |
11,392 |
$540,000 |
-226 |
|
TFB Advisors LLC |
147 |
- |
2024-03-31 |
9,088 |
$436,000 |
-200 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3848 |
- |
2024-03-31 |
7,411 |
$351,000 |
-3,890 |
|
CIBC WORLD MARKETS INC. |
992 |
- |
2023-12-31 |
6,144 |
$282,000 |
-86 |
|
Balboa Wealth Partners |
187 |
- |
2023-12-31 |
5,493 |
$253,000 |
-516 |
|
True Wealth Design LLC |
119 |
- |
2023-12-31 |
3,464 |
$159,000 |
-1,760 |
|
PARKSIDE FINANCIAL BANK & TRUST |
742 |
- |
2024-03-31 |
1,038 |
$49,000 |
-259 |
|
Orion Capital Management LLC |
238 |
- |
2024-03-31 |
1,031 |
$49,000 |
-23 |
|
UBS Group AG |
6829 |
- |
2023-12-31 |
30 |
$1,000 |
-1,563 |
|
|
21 Records found
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1
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